PPP Loan Forgiveness Documentation Checklist

To apply for Paycheck Protection Program loan forgiveness, your organization will need to compile a substantial amount of documentation. Scrutiny on loan recipients and proceeds is high, which makes it all that much more important that your loan forgiveness application is complete and accurate. We are here to help you manage your PPP loan requirements, including your forgiveness application. For a deeper dive into the forgiveness process, please see our earlier coverage, A Loan Recipient's Guide to PPP Loan Forgiveness.  Below is a summary of the core pieces of information that you will need to support your submission.


Copyright © 2020, CBIZ, Inc. All rights reserved. Contents of this publication may not be reproduced without the express written consent of CBIZ. This publication is distributed with the understanding that CBIZ is not rendering legal, accounting or other professional advice. The reader is advised to contact a tax professional prior to taking any action based upon this information. CBIZ assumes no liability whatsoever in connection with the use of this information and assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

CBIZ MHM is the brand name for CBIZ MHM, LLC, a national professional services company providing tax, financial advisory and consulting services to individuals, tax-exempt organizations and a wide range of publicly-traded and privately-held companies. CBIZ MHM, LLC is a fully owned subsidiary of CBIZ, Inc. (NYSE: CBZ).

    Insights in Your Inbox

    PPP Loan Forgiveness Documentation Checklisthttps://www.cbiz.com/Portals/0/liquidImages/WebReady/COVID-19PPPChecklist_CenterImage_600x360.jpgHere are the core pieces of information that you need to support your PPP loan forgiveness application....2020-07-23T14:02:37-05:00

    Here are the core pieces of information that you need to support your PPP loan forgiveness application.

    Risk MitigationCredit Risk Services